Morris Financial Concepts’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Morris Financial Concepts’s Portfolio DFGR Stock Details DFGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.15M	Buy	80,838 +13,727	+20%	+$376K	0.73%	28
2025 Q4	$1.77M	Buy	67,111 +6,528	+11%	+$176K	0.62%	28
2025 Q3	$1.65M	Buy	60,583 +4,747	+9%	+$129K	0.6%	27
2025 Q2	$1.5M	Buy	55,836 +5,973	+12%	+$157K	0.59%	31
2025 Q1	$1.31M	Buy	49,863 +1,769	+4%	+$46.1K	0.55%	32
2024 Q4	$1.23M	Buy	48,094 +6,734	+16%	+$185K	0.53%	33
2024 Q3	$1.19M	Buy	41,360 +2,568	+7%	+$70K	0.51%	38
2024 Q2	$969K	Buy	38,792 +10,724	+38%	+$264K	0.46%	36
2024 Q1	$717K	Buy	28,068 +16,956	+153%	+$425K	0.37%	43
2023 Q4	$289K	Buy	11,112 +4,792	+76%	+$112K	0.16%	76
2023 Q3	$142K	Buy	6,320 +1,536	+32%	+$37.2K	0.09%	91
2023 Q2	$117K	Buy	4,784 +2,642	+123%	+$64.4K	0.08%	92
2023 Q1	$52.6K	Buy	2,142 +1,266	+145%	+$32K	0.04%	106
2022 Q4	$21.4K	Buy	+876	New	+$21.6K	0.02%	108

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Morris Financial Concepts's DFGR Position: Q1 2026 in Review

Morris Financial Concepts increased its Dimensional Global Real Estate ETF (DFGR) stake by 20% in Q1 2026, buying an estimated $376K and bringing the position to 80,838 shares worth $2.15M. The position accounts for 0.73% of the portfolio, ranked #28.

Morris Financial Concepts first reported a position in DFGR in Q4 2022 and has held it in 14 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Morris Financial Concepts held 80,838 shares of Dimensional Global Real Estate ETF worth $2.15M as of Q1 2026.
Morris Financial Concepts bought 13,727 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $376K.
Dimensional Global Real Estate ETF made up 0.73% of Morris Financial Concepts's portfolio in Q1 2026, its #28 holding.
Morris Financial Concepts first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.